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Affinity Capital Advisors, LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Affinity Capital Advisors, LLC on IVV, newest first. How the timeline and the estimate are built.

Affinity Capital Advisors, LLC held 108,112 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,112 shares
    Change vs previous 13F +3,093 shares

    10.08% of the 13F portfolio, value $81,598,815.

    13F-HR 0001810023-26-000004 filed by Affinity Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 105,019 shares
    Change vs previous 13F +1,960 shares

    9.62% of the 13F portfolio, value $68,599,647.

    13F-HR 0001810023-26-000002 filed by Affinity Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 103,059 shares
    Change vs previous 13F +6,503 shares

    9.77% of the 13F portfolio, value $70,589,290.

    13F-HR 0001810023-26-000001 filed by Affinity Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 96,556 shares
    Change vs previous 13F +5,006 shares

    9.98% of the 13F portfolio, value $64,934,047.

    13F-HR 0001085146-25-005856 filed by Affinity Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 91,550 shares
    Change vs previous 13F +996 shares

    9.78% of the 13F portfolio, value $56,843,397.

    13F-HR 0001085146-25-003684 filed by Affinity Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 90,554 shares
    Change vs previous 13F +961 shares

    9.64% of the 13F portfolio, value $48,625,823.

    13F-HR 0001085146-25-002129 filed by Affinity Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 89,593 shares
    Change vs previous 13F +5,850 shares

    9.97% of the 13F portfolio, value $53,000,269.

    13F-HR 0001085146-25-000176 filed by Affinity Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 83,743 shares
    Change vs previous 13F not available

    9.36% of the 13F portfolio, value $48,304,675.

    13F-HR 0001085146-24-004660 filed by Affinity Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).